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IRS lifts 2027 401(k) limit to $25,500, holds IRA cap at $7,500

InvestmentNews ·

Image: InvestmentNews

Higher catch-up caps, wider Roth IRA phase-outs and a bigger QCD ceiling give advisors new planning room for 2027

Summary as published by InvestmentNews
Financial ADVSRRead our full story: Workplace plan limit climbs to $25,500 for 2027 while the IRA ceiling stays put →
Read the full story at InvestmentNews →

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